Rosealea Yao
China Investment Analyst
Rosealea is a senior analyst in the Beijing office and has been with the firm since 2007. She is a specialist on the Chinese property market, and also works on energy, infrastructure and other issues related to the investment side of the economy. Before joining Gavekal, she worked at the Chinese Institute of CPAs in Beijing. Rosealea studied economics at the University of Manchester, where she earned an MSc degree with distinction, and graduated from Renmin University in 1999.
For Rosealea's article archive click here.
Recent Articles
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Gavekal Research
November 12, 2021
Webinar: A Climate Of Change
As the COP26 climate conference reached its end, our team of analysts convened to discuss what to make of the world’s major economies’ climate pledges. Europe has the most ambitious target, the US has finally outlined its specific goals, and China too has set a date by which to achieve a net-zero emission economy. How rough will the transition be?
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Gavekal Dragonomics
November 9, 2021
A Conservative But Costly Plan
A major concern of negotiators and activists at this month’s global climate meetings is the size and credibility of China’s decarbonization commitment. However, as Arthur and Rosealea explain there are good reasons to believe that climate goals will play a large role in China’s policy mix in the coming decade—with large risks to economic growth.
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Gavekal Dragonomics
November 3, 2021
The Risks Of The Property Tax Transition
China’s property market is heading into uncharted territory following a formal authorization for the government to carry out regional pilots of a property tax. The goals of such a tax are clear: reduce speculation and diversify local government revenues. However, Rosealea explains that the transition to this tax will be tricky and not without risk.